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sas00
Level 2

Duplicate Customer Payments

Hi, 

A customer payment was entered twice and its in a closed year. How can I remove this duplicate payment? I thought creating a journal entry might work but to no avail.

Please help. 

 

Thank you. 

5 Comments 5
FritzF
Moderator

Duplicate Customer Payments

Thanks for posting in the Community, @sas00.

 

To remove the duplicate customer payment in a closed year, you need to sign in to QuickBooks Online (QBO) as the Master Admin (MA) to change the closing date. If you a password was set up when closing your books, you should be prompted for it when you edit transactions.

 

To change the closing date, here's how:

 

  1. Sign in to QBO as MA.
  2. Go to the Gear icon at the top right to get to the Account and Settings
  3. Select the Advanced tab at the left pane, then tick the Edit (pencil) icon in the Accounting section.
  4. Change the closing date. Note: To change your password, just enter a new password and confirm it.
  5. Hit Save and Done.

 

After that, you can now proceed with removing the duplicate customer payment.

 

For more insights about editing and closing books in QBO:

 

 

Please know that I'm a post away if you have any additional questions or issues. I'll be here to help. Enjoy the rest of the day!

sas00
Level 2

Duplicate Customer Payments

Thank you for replying @FritzF, I figured out how to resolve.

I am using QBOA, and did not need to sign in as MA. I also was trying to prevent changing the #s from a closed year. I was not comfortable with your solution. 

MonicaM3
Moderator

Duplicate Customer Payments

I’m so glad you found a solution @sas00!

 

If you have the time, would you be willing to share your it so that others who have a similar situation can benefit from your resolution?

Thanks so much for being part of the QuickBooks Community. We appreciate you.

sas00
Level 2

Duplicate Customer Payments

@MonicaM3 sure I don't mind sharing. Should I post here in this chat thread?

MonicaM3
Moderator

Duplicate Customer Payments

@sas00 

You can post here or Direct Message me, whichever you are more comfortable with.

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